Client Service Specialist for Wealth Advisory

LPL Financial LLC; Kennewick (WA); On-site; USD 67,482,000 - 112,239,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

Cornerstone Wealth Strategies, located in Kennewick, Washington, seeks a Client Service Specialist to support financial advisors and deliver exceptional client experiences. This role focuses on administration, client relationship management, and operational support within the office.

Join LPL Financial in partnership, enjoy access to innovative resources, and contribute to a growing, client-focused practice through collaboration, attention to detail, and strong communication.

Qualifications

• Outstanding interpersonal skills; ability to build relationships with clients and partners.
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook; CRM applications.
• Ability to multi-task and manage multiple projects and tasks.
• Strong written and verbal communication; present complex information clearly.

Responsibilities

• Perform administrative, operational, and customer support tasks.
• Maintain communication with current clients via mail, email, and phone.
• Answer phones and schedule appointments.
• Basic graphic design for marketing materials and social media.
• Assist with planning and coordinating client events.

Skills

Interpersonal skills

Communication

Multi-tasking

Attention to detail

Education

Associate or Bachelor’s degree in business/finance

Tools

Microsoft Word

Excel

PowerPoint

Outlook

CRM applications

Job description

Cornerstone Wealth Strategies, located in Kennewick, Washington, seeks a Client Service Specialist to support financial advisors and deliver exceptional client experiences. This role focuses on administration, client relationship management, and operational support within the office.

Join LPL Financial in partnership, enjoy access to innovative resources, and contribute to a growing, client-focused practice through collaboration, attention to detail, and strong communication.